The DuPont Factors illuminate the opportunity set.
Mr. Market is a price taker today on liquidity grounds alone.
It is wise to look for disclosures of material weaknesses.
Medtronic stands out as an asymmetric risk/reward opportunity.
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An accumulation strategy should be top of mind as Disney nears a bottom.
Skechers is a leading consumer growth stock.
Be mindful of the canaries and the opportunities to prevent signal loss.
Extreme risk/reward asymmetries are on display through the lens of “duration risk.”
Stretched fundamentals collide with duration risk creating risk/reward asymmetries.
Solid anchoring at the long end of the yield curve creates widespread risk/reward asymmetries.
Stepping back to see the forest for the trees, IP stands out as a top choice.